Sync Entry tables

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- Previous
  - 1
    - Data Migration Manager and sample data on RTM VPC Hi I am having problems importing the sample data using the data migration manager. I followed the steps in the Sample Data Readme. I am logged in on the VPC as litwareinc\administrator. I can connect, import the sample data map, and start a new migration based on a previous migration. I progress as far as the validation stage of the migration job. But at the validation stage it hangs for a long time (a few minutes), without actually validating any of the files. The "currently processing" field is empty, i.e. it does not even start to process any of the files (or at least fail to tell me so). It then fails with an error message saying "The Data Migration Manager cannot continue. Restart the Data Migration Manager, and then try migrating the data again". Needless to say, retries also fail. I have tried to import all of the supplied csv files, and I also tried importing just 1 file (competitors), both failed. I tried turning on trace, but so far it hasn't dumped any trace files where I specied (using the TraceDirectoy registry key). Perhaps I need an IIS reset. Have any of you encountered any similar problems, or do you have an idea what the issue is? regards, Henrik Tag: Sync Entry tables Tag: 95720
  - 2
    - Cascading Rules Hi, I am having some problems understanding the cascading rules - more specifically the "Remove Link" action when it comes to delete. It seems like it does nothing at all (behaving like Cacade none), which is quite illogical: Example: Lets say you have an entity type A and a type B. Creating a N:1 relationship under B with A as the primary entity and keeping the relationship "Referential" the action under delete says "Remove Link". Now suppose you have an instance of A referenced by a number of B instances and you then delete the A instance I would have expected the instances of B to get their relations to A cleared. Instead nothing visible happens and end users can get an error message if they try to follow the link to the now deleted instance of A. What am I missing here? -- Soeren Busch-Knudsen, Software Architect CDM A/S email: sbk@cdm.dk Tag: Sync Entry tables Tag: 95709
  - 3
    - Retrieve WfProcess id from a running oncreate WF Rule Hi, I want to store the id of launched WF Process and WF Process Instance when it has been launched right from the workflow. I need this to track notifications scheduled for multiple deadlines. Any suggestions? Thanks, Akop Akopyan Tag: Sync Entry tables Tag: 95708
  - 4
    - label Hi everyone How do I hide a label thanks -- donn Tag: Sync Entry tables Tag: 95706
  - 5
    - CRM3 exact meaning of status submitted Hello, We have a process where the customer accepts an order by signing a purchase Order printed from the order Then the order is sent to shipping dept thta shipps it. After shipping the order is invoiced. What is the intention of MS with the submitted status: submitted to customer ? I discovered that the only mean to set a submitted status is with a workflow rule. But afer setting this status the Action 'Fulfill order' desappeared from menu, and I add to create another rule to simulate the missing menu option. What is strane is thta the menu option is here when the Order is simply Active ???? Any experience with this welcome. CS Tag: Sync Entry tables Tag: 95705
  - 6
    - URL Error Hitting Internal CRM I have set up a CRM 3.0 server and all looks good... but when I try to hit the CRM intranet site that was created during the installation (http://myserver:5555) I have a problem from my XP clients. Basically when the client hits that url it goes to the site but IE then immediatly closes. When I do this as an admin from the server I get the window stating something like "crm is going to open another IE from crm and close the calling IE" I can then choose to close the existing IE and the new IE is launched into CRM. Clients get nothing and new new IE is launched. Is there some setting in IE that is incorrect on the XP client? Thanks! -Richard K Tag: Sync Entry tables Tag: 95704
  - 7
    - CRM 3.0 - filter products on adding to a quote/order/invoice Hi, i am trying to work out this awesome Product Catalog module in CRM 3.0, and I have stumbled across a rather surprising issue. I'll try to explain it as clear as possible. Let's say I need to have 2 different price lists in the systems. I have lots of products, which're going to be associated with a certain price list. Every single item will be associated, with one or two price list. My issue is adding a product to a quote. I click "add an existing product" and a lookup window appears, but it shows ALL products from product catalog, and not only those associated with a certain price list, selected on the quote! Does anybody know, how to filter this lookup windows, so it only allows to add products assoiciated to the qoute's price list? Right now I can add products to the quote, that are associated with DIFFERENT price list! Is it normal? I do not get the idea of adding the products to price lists then, and associating the price list with a quote. Btw. what is default price list? When I do not select it on the product form, I cannot add this product to any quote/order/invoice. Could someone give me a little explanation on this one? Tag: Sync Entry tables Tag: 95700
  - 8
    - new entity hi when i creaye a new entity, how can i make it possible to create a new record from the new lookup attribute? thanks Tag: Sync Entry tables Tag: 95692
  - 9
    - CRM client installation Hi, I am using CRM 3.0 and Outlook 2007. I am trying to install CRM client (offline). I am using CRM 3.0 clients for Microsoft office outlook compatibility. When CRM try to install Micrsoft SQL 2005 Express edition sp1 (CRM), it is giving me an error setup.exe with "unknow exit code 1282" Anyone can help me please!!!! Tag: Sync Entry tables Tag: 95688
  - 10
    - CRM 4.0 - Email Links are not active hyperlinks in views? Can this be changed? My client would like to click on an email address and open a new email in Outlook. Tag: Sync Entry tables Tag: 95680
  - 11
    - CRM 4.0 - Outlook integration Do CRM contacts get automatically updated in a blackberry through Outlook? Tag: Sync Entry tables Tag: 95678
  - 12
    - Deactivated Contacts in the Contact Associated views In our internal system (upgraded from 1.2), we have it set that we can show Deactivated Contacts in the Contact Associated views. I cannot figure out how we did this as there is no custom code on the views to do this. Thus, when you are on an account, you actually see Deactivated Contacts in the listing of contacts for that Active Account. However, this does not appear to be typical out of the box behavior for one of our customers CRM install. Does anyone know a way to replicate this functionality for our customersâ?? environment so that they can see deactivated contacts within the Contact listing of an Active Account? Tag: Sync Entry tables Tag: 95668
  - 13
    - Can "Totals" be displayed in Advance Find results? This seems like a question that would've been asked many times before, but I can't find any reference to is here. Can total search results be displayed in the search results pane? The only reference to a solution for this is by a company in Romania called Creative Software Solution. They have a screen grab at http://www.creativesolutions.ro/img/Customizations-GridCount.jpg. Anyone know how I can make the customization myself? Thanks! Andy. Tag: Sync Entry tables Tag: 95666
  - 14
    - CRM 4.0 Error on Page...loading default.aspx Hello I am having an error come up when I try to bring up CRM Web site. When I enter in http://localhost:5555/myorgname it brings up the default blue screen for CRM and does not redirect me to my CRM site. An error comes up at the bottom left corner of IE and states Error on page Line: 194 Char: 1 Error: Object expected Code: 0 URL: http://localhost:5555/myorgname I am running CRM 4.0 Enterprise. This install was an upgrade from CRM 3.0 If someone could please help I would be greatly appreciated. Tag: Sync Entry tables Tag: 95655
  - 15
    - Data Sources A client recently migrated their SQL Server to 2005, all of the existing reports were migrated as well and are using a shared datasource. I have read a few times that CRM does not like share data sources and I am not able to load a custom report via CRM assuming that its because of the shared data source. I used the CRMAF filter in the report and I can load it via Reporting Services but I do not think the CRMAF filtering will work when loading the report via Reporting Services. Can CRM reports use shared data sources? Tag: Sync Entry tables Tag: 95646
  - 16
    - Installation Problem: [IndexOutOfRangeException: There is no row at Hi, we've got the following problem after installing MS CRM 4.0 and creating a new Organization Unit (note that we're navigating to http://servername/defaultorganization/): [IndexOutOfRangeException: There is no row at position 0.] System.Data.RBTree`1.GetNodeByIndex(Int32 userIndex) +1879898 System.Data.DataRowCollection.get_Item(Int32 index) +14 Microsoft.Crm.Metadata.MultiOrgSharableMetadataCacheLoader.BuildContainerFromDataSet(DataSet data, LoadMasks masks, Guid organizationId) +575 Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.BuildMetadataCacheFromDataSet(DataSet data, LoadMasks masks, Guid organizationId) +42 Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabaseInternal(LoadMasks masks, CrmDbConnection connection, CrmTransaction transaction, Guid organizationId) +87 Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabase(LoadMasks masks, IOrganizationContext context) +168 Microsoft.Crm.Metadata.DynamicMetadataCacheFactory.LoadMetadataCache(LoadMethod method, CacheType type, IOrganizationContext context) +355 Microsoft.Crm.Metadata.MetadataCache.LoadCache(IOrganizationContext context) +312 Microsoft.Crm.Metadata.MetadataCache.GetInstance(IOrganizationContext context) +286 Microsoft.Crm.BusinessEntities.BusinessEntityMoniker..ctor(Guid id, String entityName, Guid organizationId) +115 Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context) +261 Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context) +388 Microsoft.Crm.Caching.BasicCrmCache`2.CreateEntry(TKey key, IOrganizationContext context) +82 Microsoft.Crm.Caching.BasicCrmCache`2.LookupEntry(TKey key, IOrganizationContext context) +108 Microsoft.Crm.BusinessEntities.SecurityLibrary.CheckPrivilegeGroupForOrganization(WindowsIdentity identity, IOrganizationContext context) +66 Microsoft.Crm.BusinessEntities.SecurityLibrary.GetPrivilegedUserCallerAndBusinessGuidsFromThread(WindowsIdentity identity, IOrganizationContext context) +66 Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId) +215 Microsoft.Crm.Authentication.CrmWindowsIdentity..ctor(WindowsIdentity innerIdentity, Boolean publishCrmUser, Guid organizationId) +251 Microsoft.Crm.Authentication.WindowsAuthenticationProvider.Authenticate(HttpApplication application) +574 Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application) +125 Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application) +66 Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e) +475 System.Web.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() +92 System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +64 Any ideas what we can do?! Thanks in advance ... Christian Tag: Sync Entry tables Tag: 95643
  - 17
    - CRMAF_ ?? Hi I have a report in which I have 2 datasets, the one filters correct but number 2 doesn't filter, is it only possible to have 1 CRMAF_ filter in one report ? Here is statement in number 2 dataset: SELECT FilteredNew_instruktoerrelation.new_instruktoertypename, FilteredContact.mobilephone, FilteredContact.telephone1, FilteredContact.fullname, CRMAF_FilteredCampaign.campaignid FROM FilteredCampaign CRMAF_FilteredCampaign INNER JOIN FilteredNew_instruktoerrelation ON CRMAF_FilteredCampaign.campaignid = FilteredNew_instruktoerrelation.new_relateretkampagneid INNER JOIN FilteredContact ON FilteredNew_instruktoerrelation.new_relateretkontaktpersonid = FilteredContact.contactid Tag: Sync Entry tables Tag: 95642
  - 18
    - Qty on hand not reducing when submitting order Hi, we have CRM 3.0 and GP 9 with the CRM Connector for Dynamics GP installed. When we create orders in CRM and then submit the order, the qty on hand for the products is not reducing. It only seems to reduce once the Order is changed to an Invoice in Great Plains. In our old version 1.2 w/ GP 7.5, this was not the case. The qty on hand was reduced as soon as the order was submitted. Does anyone know if this is by design or if there is some place to change those settings? Thanks. - Jeff Tag: Sync Entry tables Tag: 95636
  - 19
    - Displaying Associated entities on a form Hi everyone Can you please assist me with this piece of code. I have a custom field called projects which stores information about all projects the company has. i would like all projects associated with an account to appear in that account form using an IFRAME. I have created the iframe (IFRAME_Projects) and have the script below on the OnLoad event. When I'm running the script, the else statement is executed and alert message is displayed. i tried to remove the if...else statement and I'm getting this error message : style null or not an object. Am i missing out something? Your help will be much appreciated. T Herewith is the script; var navnew_projects, navnew_projects = document.all.navnew_projects; if (navnew_projects !=null) {navnew_projects.style.display = "none"; document.all.IFRAME_Projects.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType = 1&security=852023&tabSet=areanew_projects";} else {alert("navnew_projects not found");} Thanks Tag: Sync Entry tables Tag: 95634
  - 20
    - Displaying Associated entities on a form Hi everyone Can you please assist me with this piece of code. I have a custom field called projects which stores information about all projects the company has. i would like all projects associated with an account to appear in that account form using an IFRAME. I have created the iframe (IFRAME_Projects) and have the script below on the OnLoad event. When I'm running the script, the else statement is executed and alert message is displayed. i tried to remove the if...else statement and I'm getting this error message : style null or not an object. Am i missing out something? Your help will be much appreciated. T Herewith is the script; var navnew_projects, navnew_projects = document.all.navnew_projects; if (navnew_projects !=null) {navnew_projects.style.display = "none"; document.all.IFRAME_Projects.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType = 1&security=852023&tabSet=areanew_projects";} else {alert("navnew_projects not found");} Thanks Tag: Sync Entry tables Tag: 95633
  - 21
    - CRM4 causes Outlook to use 60% or more of CPU on a dual core! Has anyone seen this. Running dual-core laptop, Vista and Office 2007. tried this with both the full and 'lite' client for Outlook 4. Laptop grinds to a halt when Outlook is running with CRM running - Outlook process taking up 60% or more on both processors. As soon as you disable it, Outlook becomes stable again. Anybody know a resolution - I've raised a case with Microsoft and will post a response if it gets sorted. Tag: Sync Entry tables Tag: 95628
  - 22
    - CRM 3.0 server not available Hi, I have got a question about CRM 3.0. We had installed CRM 3.0, but when I open Outlook (2003) he give following message: - The server is not available and try to restart Outlook again. I tried it, but the same error appears. What can I do to resolve the problem ? It seems that CRM does not connect with outlook. I reconnected the services, restarting the server...nothing. Who can help me? greetzz Rene reneotter@hotmail.com Tag: Sync Entry tables Tag: 95627
  - 23
    - CRM not remembering my password When I access products or other information on the CRM, even though I click on "Remember my password", it still asks me for my password every time. Any suggestions? Tag: Sync Entry tables Tag: 95626
  - 24
    - check boxes Good day everyone How do I check a condition based on a check box field. For example if the field is checked something must happen please help Thanks -- donn Tag: Sync Entry tables Tag: 95624
  - 25
    - out of the box Great Plain connector Is there any news of out of the box integration with Great Plains with CRM from Microsoft ? Tag: Sync Entry tables Tag: 95620
- Next
  - 1
    - Filter Criteria and Office toolbar I am relatively new to CRM and am trying to do some customizations. I have created a new view for "Active Parent Accounts". I want this view to only show parent accounts and not child accounts. However, when I run it the child accounts/sub accounts still show up in the view. What am I doing wrong? When we initially tested CRM we used Office 2003 and were able to have a CRM toolbar in Word, Excel, etc. We are now using Office 2007 and I no longer have that option. What happened to the toolbar? Tag: Sync Entry tables Tag: 95619
  - 2
    - Adding Sales literature to an Marketing list Hello, I have saved a word document which contains a marketing newsletter etc and saved it in the sales literature section. My question is if i am doing a campaign or a quick campaign how do i add this newsletter so its emailed with the list. If i cut and paste it into the body it doesnt add the images in the document. MJ Tag: Sync Entry tables Tag: 95611
  - 3
    - CRM 4.0 ServiceActivities Implementation Problem/Question Trying to fit the square peg into the round hole... I am trying to use the serviceactivity capability within CRM in what I guess is a non typical way. Think of this system as a taxi cab dispatcher that has multiple taxi cab companies that it controls. My contacts call in and request a taxi for a certain date/time. I know I want to use AAA taxi - and I know they have tons of taxis. I don't care how many, and I don't know how many. I just want to schedule AAA Taxi to pick up Joe Customer. When the next guy calls in and wans AAATaxi at the same date/time, I want to be able to pick AAA Taxi without having to pick a specific cab because I don't know who AAA will send, nor do I care. I don't seem to be able to do this with existing stuff because the resources are too specific. Can I do this with custom? Am I missing something or am I just out of luck? thanks in advance! Tag: Sync Entry tables Tag: 95604
  - 4
    - CRM 4 Installation Error - A referral was returned from the server Has anyone seen the following error during a new installation: 13:33:45| Info| Executing Install action: Microsoft.Crm.Setup.Server.ProvisionBusinessAction 13:33:50| Error| Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.ProvisionBusinessAction failed. ---> System.Runtime.InteropServices.COMException (0x8007202B): A referral was returned from the server. This is a pretty vanilla install: - Single box deployment, on premises configuration - Win2003 R2 x64 - Installing user is a member of domain admins group - All green checkmarks from the pre-installation diagnostic I've installed the CRM many times now in various environments, and the only thing that seemed out-of-the-ordinary was the very first screen of the installer, where it asks if you want to check for updates before beginning. I know there are no updates yet, but I always click Yes regardless. In this environment, it told me it could not check for updates, even though an internet connection is available. Not sure if that will give somebody an 'ah-ha' moment or not, but thought it might be noteworthy. Any thoughts appreciated. Thanks, Dave Ireland Tag: Sync Entry tables Tag: 95602
  - 5
    - Do people know you cannot share entity views anymore? Am I the only one feeling the pain of this one? In 4.0 you can no longer create private/shared entity views. So since 1.2 you can create custom entity views and share them to teams. In 4.0 this is no longer availabe (or you have to go through Advanced Find). So all the work that was done in 3.0 to spec, create teams, create the views, etc.are no longer supported. Some of our clients spent significant time on this and there are a ton of private/shared views. So now we upgrade them and all of the views are accessible to everyone in system? Tag: Sync Entry tables Tag: 95598
  - 6
    - Outlook Client Issues. Is there a manual procedure on how to remove outlook client 3.0 and 4.0 from a workstation? I have about half my workstations with outlook cleint that have many issues after trying to upgrade. Tag: Sync Entry tables Tag: 95597
  - 7
    - Emails not Tracked CRM 4.0 We are having an issue with an email coming into a CRM user's Outlook inbox with a tracking token, when they open up the email, they see that it is not regarded to a record. They hit "Track in CRM", but it doesn't auto-resolve to a record in CRM. Has anyone seen this behavior before? Tag: Sync Entry tables Tag: 95595
  - 8
    - Automated report delivery in the context of the user/recipient Is there a way I can utilise the SQL Reporting Services subscription model in CRM to automatically run a report for a number of users, in the context of that user, and deliver it to them via email? Ideally I would like that to run on a schedule or triggered by a data event. If this is not possible, is there a work-around? eg I would just like each department head to be automatically sent a report either with their own specific department ID set as a parameter, or preferably using CRM security so that they will only see records assigned to their specific department. It seems like a fundamental requirement to me so either I am missing how to do this, or it was not also seen as a fundamental requirement by the architects of CRM or SSRS. And guidance or opinion on this would be much appreciated. cheers, Paul. Tag: Sync Entry tables Tag: 95594
  - 9
    - CRM 4.0 - Email too big I have a CRM 4.0 Professional (with Exchange mail router integration) user who is trying to send email that CRM reports is too big... no attachments, single paragraph of plain text. I'm aware of the max size setting for attahments but have not seen one for messages themselves. To my knowledge no changes have been made in the system and this user has sent emails recently with and without attachments. Thoughts? Much appreciated, JD Tag: Sync Entry tables Tag: 95592
  - 10
    - Cases Report Hello all I have a couple of custom reports that show information about cases (incidents) and their respective accounts. I have just found out, though, that the reports won't show cases for the previous year, in this case 2007. The cases are still in the CRM database and they show up under resolved cases view. Anybody knows if this is supposed to happen or maybe my CRM is just special? Thanks for the help, S.R. Tag: Sync Entry tables Tag: 95589
  - 11
    - Asynch Service Error... Hey everyone... I'm getting this wierd error message in the application log of my crm server: Event Type: Error Event Source: MSCRMAsyncService Event Category: None Event ID: 17415 Date: 2/4/2008 Time: 12:01:47 PM User: N/A Computer: MyCrmServer Description: Host MyCrmServer: error while processing organization c6633e81-f7c9-dc11-89d1-0003fff66785. Exception: Microsoft.Crm.Metadata.EntityMetadataNotFoundException: The entity with ObjectTypeCode = 0 was not found in the MetadataCache. at Microsoft.Crm.Metadata.DynamicMetadataCache.GetEntity(Int32 entityCode) at Microsoft.Crm.Asynchronous.QueueDataAccess.GetEntityLogicalNameFromObjectTypeCode(Int32 objectTypeCode) at Microsoft.Crm.Asynchronous.QueueDataAccess.GetLookup(Object objectId, String objectIdName, Int32 objectDsc, Int32 objectTypeCode) at Microsoft.Crm.Asynchronous.QueueDataAccess.<>c__DisplayClass2.<SelectEvents>b__0(Object[] values) at Microsoft.Crm.Asynchronous.DataAccessBase.ExecuteSqlCommandAndProcessRecords(IDbCommand command, RecordProcessor recordProcessor) at Microsoft.Crm.Asynchronous.QueueDataAccess.SelectEvents(Int32 numberOfEvents) ..... This error pops each time the service restarts; 4-5 times if I boot the server. The ORGANIZATION in the error log msg is the active organization I'm running, and the guid is correct; what I don't understand is this part of the log: "The entity with ObjectTypeCode = 0 was not found in the MetadataCache." If you look at the Entity view in SQL Server, there are precisely *zero* entity types with ObjectTypeCode = 0, so it seems this service would *always* fail.... any ideas out there? Thanks! -- Rusty Tag: Sync Entry tables Tag: 95587
  - 12
    - Recurring Appointments? Are recurring appointments an out of the box feature in CRM 4.0? Tag: Sync Entry tables Tag: 95585
  - 13
    - 4.0 Data Migration Wizard on SBE? I've installed the Wizard but in the 1st step (Signing in/gathering config info), I get an ASP.net exception error. Searches for the error code (which I've lost somewhere) tell me to register the dll in the GAC but that doesnt seem to work. Has anyone run the wizard on SBE successfully? -- Thanx Grizz Tag: Sync Entry tables Tag: 95581
  - 14
    - New Install, No Ms Dynamics CRM user...... Microsoft Dynamics CRM : No Microsoft Dynamics CRM user exists with the specified domain name and user ID http://192.168.1.220/_common/error/errorhandler.aspx?ErrorCode=0x80040354&RequestUri=%2fdefault.aspx&BackUri= This is the error I am getting when I go to the web site for the 1st time. Anyone got any ideas? Tag: Sync Entry tables Tag: 95579
  - 15
    - destroyed CRM with wrong Sitemap? Hi, This is quite urgent as you could guess. As I have no possibilty to test on a second system I finaly edited the sitemap and loaded it up. CRM 4.0 Everthing seemed to be fine, but every time you start the webclient an errormessage says: Applikation can not load to do a n error. I tried to reimport the original sitemap, the following error shows up, when I try to upload: Access denied Any ideas how I could bring back my original sitemap (I thought I just have to reimport - and thats it) Best regards Tag: Sync Entry tables Tag: 95578
  - 16
    - CRM 3.0 - change order number seed I would like to move the ordernumber middle part to a larger number to match the next available number in the existing paper order system. Where do I find the row/column in the database to change the seed or next available number? Tag: Sync Entry tables Tag: 95577
  - 17
    - mail merge via email on campaign activities in the web client I enabled the following setting in the system settings: Enable Direct E-mail through Mail Merge in Campaigns When I click the distribute campaign activity (type: email via mail merge) I get a message that mail merge is only supported in the Outlook Client :-s Any suggestions on this one? Jurgen Tag: Sync Entry tables Tag: 95576
  - 18
    - Client Access to Support Case Portal: ISV Options Anyone know of a good ISV that offers a portal into CRM support cases for non-CRM users (aka clients)? As in the ability for a client to update a case via a portal or to review the history of an open case. I know c360 has an offering but I was curious as to what else is out there for CRM v3.0 and/or CRM v4.0 Happy Monday Anne Stanton Tag: Sync Entry tables Tag: 95571
  - 19
    - One solution for when you can't import customizations. I want to share an experience I had in hopes that it will save someone else some time. I was able to export and import customizations just fine within one organization. But if I tried to import the same customization.zip file into a newly created organization, it would fail. The root cause is that when a new instance of CRM is created, there are entity mappings already associated within the instance by default. If, during development, you deleted those default mappings and recreated new ones pointing to custom fields, you're asking for this kind of trouble. In my case, there was a conflict between pre-existing default mapping relationships and my customization mapping relationships between account and lead entities. Following this procedure fixed the issue. When you go to import the entities into a new organization, the import mappings you changed, even though they are fine in the XML export file and meet all the rules in the import error message on the new organization, will cause the import to fail. The error message just gives the rules for a successful import - it doesn't tell you which entity mapping is the problem. A similar messge but not as complete shows up in the CRM server's event log file. What you need to do to solve this quickly is to: 1. Go into the new orgainziations CRM settings section - MAKE SURE THIS IS THE NEW INSTANCE, NOT THE OLD INSTANCE OR YOU WILL DELETE YOUR WORK. 2. Open up one of the entities on one side of the relationship causing the problem. 3. Select 1:N or N:1 relationships depending on which side of the relationship the entity you previously selected in step 2. 4. Select the relationship primary entity and related entity in the table list. 5. Select the Mappings icon in the Details panel for that relationship. 6. Check the box to select all mappings and press the X icon. This will delete all the default mappings (except for the manditory mapping which the software won't let you delete) in the for the that is giving you mapping trouble on the import. THEN you reimport the customizations and at least in my case, the customization succeeded. Use at your own risk, mileage may very. Tag: Sync Entry tables Tag: 95568
  - 20
    - outlook client problem Hi I have a one user that have problem with outlook client are always prompt to login outlook 2007 crmclient V3C and have all patch install Tag: Sync Entry tables Tag: 95567
  - 21
    - urgent: can't save advanced find view Hi, we have reinstalled MSCRM, and after that users can't save the advanced find view. Error says: "you don't have permissions to CRM object". Account, from who the CRM was installed, has this ability, but even if I give other user the Domain Administrator role, it still can't save that view. Please for quick help. Tag: Sync Entry tables Tag: 95564
  - 22
    - Default Organizations, Multi-tenancy, & Deployment Manager Questio Greetings, This question is regarding the proper procedure forfchanging default organizations in a CRM 4.0 Multi- Tenancy environment using the Deployment Manager on the CRM server. I think I'm missing something I need to do with IIS. I'd be grateful if someone would clear up my understanding. I'm trying to set up a dev, test, and production instance of our CRM environment. Here's what I've done. First, I set up a test 4.0 CRM instance and developed customized screens upon it. Let's call it the dev_instance. Later, using the deployment manager, I created a new CRM instance for testing purposes, exported the customizations, and imported them into the other. Let's call this one the test_instance. So far, so good. If I enter http://webserver, IIS will redirect the request to http://webserver/dev_instance/loader.aspx. I went into the deployment manager again and changed the default instance to be the test_instance. I expected that when ISS restarted, when I entered http://webserver, that ISS would change it to http://webserver/test_instance/loader.aspx. Instead it still gives me http://webserver/dev_instance/loader.aspx as before. Please let me know what I'm missing. Thanks. Tag: Sync Entry tables Tag: 95563
  - 23
    - CRM 4: Notes don't appear from time to time Hi, very slow performance on showing notes. No particular pattern: on one pc notes appear immediately on the opened account form, on another pc at the same time the green circle goes forever. And then vice versa. No matter if this account has any notes or not. Same with contacts. very annoying Please advice. Tag: Sync Entry tables Tag: 95562
  - 24
    - Notes Field Does any one know what table in SQL the notes field in the CRM ties back to? Or does anyone know how i can extract notes along with other fields for an export. -- IT Manager Tag: Sync Entry tables Tag: 95561
  - 25
    - sharing records to teams using workflow hello, v 4.0: I want to share a record with a team depending on a value entered into one of that records attributes. Can I do this via Workflow. If not, any suggestions how this could be done. thanks. -- regards, Mark Tag: Sync Entry tables Tag: 95559

Looking at my database I have over 60 syncentry tables. Is that normal? I
only have about 14 users.

Re: Sync Entry tables by Andy

Andy
Wed Feb 06 11:34:04 CST 2008

What version of CRM are you using? syncentry tables are a feature of
CRM 1.2. They do not exist in 3.0, and I don't know about 4.0.

Under 1.2, these are used to syncronize outlook clients with CRM.
Microsoft has a white paper called "Optimizing the Performance of
Microsoft CRM 1.2" that discusses the cleanup of sync entry tables.
It seems that weekly database maintenance has to be done via SQL
scripts to reduce the size of, and the elimination of any left-over
syncentry tables.

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Re: Sync Entry tables by C

C
Wed Feb 06 11:55:01 CST 2008

Hi Andy,
I am running CRM 3.0 - this was not upgraded from 1.2, it was a new install
as 3.0

"Andy" wrote:

> What version of CRM are you using? syncentry tables are a feature of
> CRM 1.2. They do not exist in 3.0, and I don't know about 4.0.
>
> Under 1.2, these are used to syncronize outlook clients with CRM.
> Microsoft has a white paper called "Optimizing the Performance of
> Microsoft CRM 1.2" that discusses the cleanup of sync entry tables.
> It seems that weekly database maintenance has to be done via SQL
> scripts to reduce the size of, and the elimination of any left-over
> syncentry tables.
>
>

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